Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q4 2022
Institutional positions in Wells Fargo & Company as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,070
- +146 vs. Q3 2022
- Shares held
- 2.82B
- +26.6M (+1.0%) vs. Q3 2022
- Total value
- $116.4B
- +$4.00B (+3.6%) vs. Q3 2022
- New holders
- 244
- 741 more added
- Sold out
- 98
- 805 more reduced
39 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 16,577 | $684.1K | 0.03% | −1,352−7.5% | Reduced |
| Cascade Investment Advisors, Inc. | 16,600 | $685.4K | 0.57% | +16,600 | New |
| Valtinson Bruner Financial Planning LLC | 15,896 | $689.6K | 0.40% | −1,619−9.2% | Reduced |
| Koshinski Asset Management, Inc. | 16,730 | $690.8K | 0.07% | +143+0.9% | Added |
| Cladis Investment Advisory, LLC | 16,790 | $693.2K | 0.69% | +121+0.7% | Added |
| GM Advisory Group, Inc. | 16,848 | $695.7K | 0.07% | −36−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,900 | $698.0K | 0.02% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 16,922 | $698.7K | 0.71% | +16,922 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 17,001 | $702.0K | 0.03% | +3,656+27.4% | Added |
| Prudent Man Advisors, LLC | 17,055 | $704.0K | 0.28% | +266+1.6% | Added |
| Valmark Advisers, Inc. | 17,057 | $704.3K | 0.02% | +6,798+66.3% | Added |
| Strategic Investment Advisors | 17,127 | $707.2K | 0.15% | +129+0.8% | Added |
| Mainstay Capital Management LLC | 17,127 | $707.2K | 0.16% | +275+1.6% | Added |
| Chicago Capital, LLC | 17,169 | $708.9K | 0.04% | 00.0% | Unchanged |
| Seeyond | 17,171 | $709.0K | 0.07% | +7,311+74.1% | Added |
| Legacy Financial Group LLC | 17,174 | $709.1K | 0.21% | −93−0.5% | Reduced |
| Edge Capital Group, LLC | 17,198 | $710.1K | 0.05% | +4,818+38.9% | Added |
| Tower Bridge Advisors | 17,225 | $711.2K | 0.06% | +875+5.4% | Added |
| RSM US Wealth Management LLC | 17,078 | $711.6K | 0.04% | +7,146+71.9% | Added |
| Change Path, LLC | 17,350 | $716.0K | 0.04% | −262−1.5% | Reduced |
| Proficio Capital Partners LLC | 17,321 | $717.1K | 0.14% | −1,883−9.8% | Reduced |
| Gryphon Financial Partners LLC | 17,370 | $717.2K | 0.17% | +950+5.8% | Added |
| North Star Investment Management Corp. | 17,455 | $720.7K | 0.06% | +2,486+16.6% | Added |
| Aspire Private Capital, LLC | 17,484 | $721.9K | 0.26% | +1,729+11.0% | Added |
| Baldwin Brothers Inc | 17,525 | $723.6K | 0.07% | +3,100+21.5% | Added |
| Personal Capital Advisors Corp | 17,555 | $724.8K | 0.00% | −5,497−23.8% | Reduced |
| Boltwood Capital Management | 17,600 | $726.7K | 0.30% | −800−4.3% | Reduced |
| Lipe & Dalton | 17,600 | $727.0K | 0.42% | +850+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 17,610 | $727.1K | 0.03% | +11,154+172.8% | Added |
| Essex Financial Services, Inc. | 17,667 | $729.0K | 0.08% | −428−2.4% | Reduced |
| CIC Wealth, LLC | 17,680 | $730.0K | 0.30% | +17,680 | New |
| Davidson Trust Co | 17,690 | $730.4K | 0.65% | −2,304−11.5% | Reduced |
| Cumberland Advisors Inc | 17,800 | $735.0K | 0.32% | −1,300−6.8% | Reduced |
| Wharton Business Group, LLC | 17,800 | $735.0K | 0.04% | +105+0.6% | Added |
| Vident Investment Advisory, LLC | 17,839 | $736.6K | 0.03% | +3,063+20.7% | Added |
| Summit Financial Group Inc | 17,885 | $738.0K | 0.29% | +250+1.4% | Added |
| Keystone Financial Services | 15,751 | $738.3K | 0.40% | +60.0% | Added |
| Dynamic Advisor Solutions LLC | 17,900 | $739.1K | 0.05% | +22+0.1% | Added |
| Deseret Mutual Benefit Administrators | 17,913 | $739.6K | 0.30% | −15,384−46.2% | Reduced |
| Congress Wealth Management LLC | 17,940 | $740.8K | 0.02% | +17,940 | New |
| Intrinsic Value Partners, LLC | 18,000 | $743.0K | 1.02% | −11,311−38.6% | Reduced |
| Barbara Oil Co. | 18,000 | $743.2K | 0.36% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 18,015 | $743.8K | 0.07% | +6,208+52.6% | Added |
| Gilbert & Cook, Inc. | 18,029 | $744.4K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18,078 | $746.5K | 0.11% | +3,377+23.0% | Added |
| Cambridge Trust Co | 18,090 | $747.0K | 0.03% | −392−2.1% | Reduced |
| Regents of the University of California | 18,106 | $747.6K | 0.14% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 18,163 | $750.0K | 0.29% | +18,163 | New |
| North Star Asset Management Inc | 18,198 | $751.4K | 0.05% | +2,000+12.3% | Added |
| Peoples Financial Services Corp. | 18,352 | $757.7K | 0.35% | −1,265−6.4% | Reduced |
| Principle Wealth Partners LLC | 18,355 | $757.9K | 0.09% | −79−0.4% | Reduced |
| MGO Private Wealth, LLC | 18,437 | $761.3K | 0.35% | −479−2.5% | Reduced |
| Financial Insights, Inc. | 18,468 | $762.5K | 0.36% | +6,956+60.4% | Added |
| Brookstone Capital Management | 17,902 | $766.2K | 0.02% | +981+5.8% | Added |
| Sittner & Nelson, LLC | 18,563 | $766.5K | 0.47% | +4,346+30.6% | Added |
| Prio Wealth Limited Partnership | 18,653 | $770.2K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 18,675 | $771.1K | 0.04% | +4,866+35.2% | Added |
| Greenup Street Wealth Management LLC | 18,776 | $775.3K | 0.33% | −118−0.6% | Reduced |
| Selway Asset Management | 18,800 | $776.3K | 0.41% | +17,600+1,466.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,801 | $776.3K | 0.49% | +119+0.6% | Added |
| Wolverine Trading, LLC | 18,834 | $778.0K | 0.01% | −58,913−75.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,885 | $779.8K | 0.22% | +403+2.2% | Added |
| Annandale Capital, LLC | 18,998 | $784.0K | 0.26% | +70.0% | Added |
| Triad Investment Management | 19,036 | $786.0K | 1.23% | 00.0% | Unchanged |
| XML Financial, LLC | 19,089 | $788.2K | 0.10% | +1,598+9.1% | Added |
| Glynn Capital Management LLC | 19,165 | $791.3K | 0.19% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 19,195 | $792.6K | 0.09% | −7,570−28.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 19,277 | $797.0K | 0.07% | −1,555−7.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,315 | $797.5K | 0.27% | +151+0.8% | Added |
| Inceptionr LLC | 19,317 | $797.6K | 0.42% | +19,317 | New |
| Hancock Whitney Corp | 19,311 | $798.0K | 0.03% | −5,269−21.4% | Reduced |
| Stratos Wealth Advisors, LLC | 19,342 | $798.7K | 0.07% | −1,691−8.0% | Reduced |
| Ameritas Advisory Services, LLC | 19,350 | $799.0K | 0.04% | −986−4.8% | Reduced |
| Bank Hapoalim BM | 19,354 | $799.0K | 0.10% | −3,680−16.0% | Reduced |
| Old North State Trust, LLC | 19,380 | $800.0K | 0.53% | +3,635+23.1% | Added |
| Vise Technologies, Inc. | 19,448 | $803.0K | 0.25% | +2,732+16.3% | Added |
| ARGI Investment Services, LLC | 19,512 | $806.0K | 0.03% | −2,763−12.4% | Reduced |
| Crestline Management, LP | 19,536 | $806.6K | 0.12% | −239,801−92.5% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $806.9K | 1.14% | 00.0% | Unchanged |
| Capital International Inc | 19,553 | $807.3K | 0.02% | +13,798+239.8% | Added |
| Quilter Plc | 19,586 | $808.7K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 19,612 | $809.8K | 0.07% | −1,324−6.3% | Reduced |
| Vista Wealth Management Group, LLC | 19,704 | $813.6K | 0.10% | +3,996+25.4% | Added |
| LMCG Investments, LLC | 19,722 | $814.3K | 0.06% | −1,232−5.9% | Reduced |
| DFPG Investments, LLC | 19,225 | $821.7K | 0.14% | +19,225 | New |
| Epacria Capital Partners, LLC | 19,925 | $822.7K | 0.66% | +19,925 | New |
| Marex Group plc | 19,962 | $824.4K | 0.12% | +19,962 | New |
| Harbor Advisors LLC | 20,000 | $825.8K | 0.21% | 00.0% | Unchanged |
| Comerica Securities,inc. | 20,022 | $826.7K | 0.06% | +909+4.8% | Added |
| Fourthstone LLC | 20,110 | $830.3K | 0.22% | +20,110 | New |
| Private Wealth Group, LLC | 20,112 | $830.4K | 1.18% | 00.0% | Unchanged |
| Bremer Bank National Association | 20,106 | $831.0K | 0.16% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 20,213 | $834.6K | 0.16% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 20,241 | $835.8K | 0.15% | −2,284−10.1% | Reduced |
| GHP Investment Advisors, Inc. | 20,265 | $836.8K | 0.06% | +1,477+7.9% | Added |
| Harbour Investments, Inc. | 20,348 | $840.2K | 0.05% | +5,801+39.9% | Added |
| Claris Advisors, LLC | 20,405 | $842.5K | 0.80% | +104+0.5% | Added |
| Lafayette Investments, Inc. | 20,445 | $844.2K | 0.24% | 00.0% | Unchanged |
| Investors Research Corp | 20,461 | $844.8K | 0.23% | −200−1.0% | Reduced |
| Miracle Mile Advisors, LLC | 20,464 | $845.0K | 0.03% | +1,395+7.3% | Added |